Civic Intelligence

Zion Investment Group Inc.

Plan context: Zion Investment Group Inc. Defined Benefit Pension Plan

EIN 33-1124041 • Los Angeles, CA • 8 filings • 3 plans

3550 Wilshire Boulevard, Suite 1912Los Angeles, CA 90010
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$350,414

2009 Contributions

$63,744

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$350,414$175,207$0200620072008YearValue
$350,414Latest year 2008

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210200620072008YearValue
2Latest year 2008

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200920$0$0-
Zion Investment Group Inc. Defined Benefit Pension Plan-0---
ZION INVESTMENT GROUP, INC. 401(K) PLAN-0$0$0-
200822$350,414$63,744$31,872iApproximate average salary by contribution assumption: employee only about $796,800 at 4% or $531,200 at 6%; with 50% employer match about $531,200 at 4% or $354,133 at 6%; with 100% employer match about $398,400 at 4% or $265,600 at 6%.
Zion Investment Group Inc. Defined Benefit Pension Plan-2$290,686$32,744$16,372iApproximate average salary by contribution assumption: employee only about $409,300 at 4% or $272,867 at 6%; with 50% employer match about $272,867 at 4% or $181,911 at 6%; with 100% employer match about $204,650 at 4% or $136,433 at 6%.
ZION INVESTMENT GROUP, INC. 401K PLAN-2$59,728$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
200722$310,887$144,414$72,207iApproximate average salary by contribution assumption: employee only about $1,805,175 at 4% or $1,203,450 at 6%; with 50% employer match about $1,203,450 at 4% or $802,300 at 6%; with 100% employer match about $902,588 at 4% or $601,725 at 6%.
Zion Investment Group Inc. Defined Benefit Pension Plan-2$265,471$128,914$64,457iApproximate average salary by contribution assumption: employee only about $1,611,425 at 4% or $1,074,283 at 6%; with 50% employer match about $1,074,283 at 4% or $716,189 at 6%; with 100% employer match about $805,713 at 4% or $537,142 at 6%.
ZION INVESTMENT GROUP, INC. 401K PLAN-2$45,416$15,500$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
200622$167,553$167,553$83,777iApproximate average salary by contribution assumption: employee only about $2,094,413 at 4% or $1,396,275 at 6%; with 50% employer match about $1,396,275 at 4% or $930,850 at 6%; with 100% employer match about $1,047,206 at 4% or $698,138 at 6%.
Zion Investment Group Inc. Defined Benefit Pension Plan-2$137,553$137,553$68,777iApproximate average salary by contribution assumption: employee only about $1,719,413 at 4% or $1,146,275 at 6%; with 50% employer match about $1,146,275 at 4% or $764,183 at 6%; with 100% employer match about $859,706 at 4% or $573,138 at 6%.
ZION INVESTMENT GROUP, INC. 401K PLAN-2$30,000$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.